Peter Schiff: "Something MUCH WORSE Than A Recession Is COMING" (2026 Crisis Warning)

요약 보기

미국 정부가 달러 대신 유로를 매도하는 외환 개입과 양적완화·레포 확대로 인플레이션이 촉발되며 채권 시장이 하락 중이라고 주장. 금·은 지지선 돌파와 금광주(GDX 1주 22%, GDXJ 25%) 급등을 근거로 금·은 및 금광주 매수를 권유하고, 비트코인(1주 3.7%)은 상대적으로 부진해 매도 후 귀금속으로 이동하라고 조언.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. Get on a silver horse, a golden horse, or choose stocks of mining companies. This week, gold closed at 4,341. Silver had an even better week, closing at 6,346. Mining companies performed even better , and I repeat to everyone: buy stocks of these companies. The US government was afraid to use dollars because it would significantly devalue the dollar , which would likely increase bond yields.

02. The Fed didn't warn them in advance. The Ministry of Finance said: " Listen, we will sell euros. You know, no offense guys, we did n't mean anything like that , but we're going to dump your currency." All these interventions, money printing, quantitative easing. This completely contradicts the Fed's statements that it is concerned about inflation ahead of the midterm elections.

03. They are not raising interest rates. We will have to conduct more repo transactions. So, they're going to have to create all this inflation. And eventually the Bank of Japan will still have to start raising rates. This crisis is not just the fault of Republicans. This is the fault of both parties. No, you can't do that, can you?

04. The bond market is falling, but the real move has been in precious metals . And I strongly urged buying gold and silver in this podcast as they were close to support levels. Gold has been hovering near the 4,000 support level for many weeks. for several months now. The price dropped below 4,000 several times, but not significantly.

05. And she never stayed there longer than a day . And I kept saying that 4000 is a support level. It must be bought. So, this week gold closed at 4341, up 7.8% for the week. Silver had an even better week, up 12.3% to close at 6,346. It now had support in the mid-to-upper 50s. I kept saying that this was a support level.

06. I kept repeating that I didn't expect silver to trade below $50 again. That the days of silver being priced below $50 were over. That this $50 ceiling that had held back silver since 1980 and then again in 2011, that this ceiling had been broken, that this resistance had now become support, and I did n't expect anyone to have another chance to buy silver for less than $50, that you would have to pay more, and if you didn't pay, you didn't make it.

07. Now, of course, even 63 is still about half of that new record we've achieved. I think it was at the end of February this year. So, we're going up there again . But now is still a great time to buy silver. Mining companies had an even better week . And again, I told everyone to buy shares in these companies.

08. They were at a reduced price. Gold and silver didn't suddenly become valuable this week. The market simply stopped ignoring what support was already pointing to. As Peter Schiff notes, gold jumped 7.8% and silver soared 12.3%, confirming that buyers were defending levels that Wall Street considered temporary.

09. The deeper signal is that silver's old $50 limit is becoming a floor, fundamentally changing the risks for late buyers. For investors who are protecting purchasing power, waiting for another cheap entry point could be a bigger mistake. Further, this shift shows why extractive companies have given an even louder institutional signal .

10. GDX rose 22% in a week. One week , 22%. That's like three years of decent stock market returns in one week. And that's why you should n't try to be too inventive or cunning. These stocks can really move a lot. GDXJ, which has a slightly smaller market cap than GDX, rose 25% in a week. Of course, there is still a long way to go.

11. I mean, if you missed last week, it doesn't mean you can't buy shares of mining companies. I think they will go much higher. But I've been saying on this podcast week after week, buy these stocks. And this was the week you were truly rewarded for it. As I said, if you're stuck with Bitcoin, I've been telling everyone: get rid of Bitcoin, go to mining companies.

12. Bitcoin rose only 3.7% in the week. It grew less than the NASDAQ. It grew half as much as gold and a third less than silver. And they also talk about the fastest horse in the race. This is what everyone has been repeating ever since Paul Tudor Jones made that statement . Bitcoin is the slowest horse in the race.

13. If you're still on Bitcoin, before it gets sent to the glue factory, get off and get on a real horse. Hey , silver! Get on a silver horse, a golden horse, or buy mining companies, get out of Bitcoin. The strategy actually jumped 9% in a week. So, not a bad move. The biggest warning is not that mining companies have grown.

14. And in how dramatically their price changed when capital finally moved. According to Peter Schiff, GDX rose 22% and GDXJ 25% in one week, while Bitcoin managed to gain only 3.7%, demonstrating a striking divergence in dynamics. This gap suggests that investors may be overvaluing real monetary assets, rather than simply chasing risk.

15. For those who rely on yesterday's winners , the danger to the portfolio lies in assuming that the rotation is already complete. Schiff goes on to explain why this divergence may contradict the market’s favorite “ digital gold” narrative. That the US government was afraid to use dollars because it would cause the dollar to depreciate significantly, which would likely increase bond yields because selling dollars would be more inflationary due to the implications for the dollar.

16. And so the US government decided to conduct this intervention this time using the euro. There are now limits on how long we can use euros because we are running out of euros. We don't experience a shortage of dollars because we can print as much as we want . Of course, how much they will cost is a completely different story.

17. We cannot determine what exactly they will be able to buy. We can simply create as many of them as we want. The market is not obliged to accept them. But you know, the ECB had no idea this was happening, right? They were completely taken by surprise. So the Fed didn't warn them, right? That is, the Ministry of Finance did not say: look, we are going to sell euros. You know, no offense, guys.